My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Family Finances

Education

  • Bachelor of Science, Financial Services, Wright State University, Fairborn, OH

Awards & recognition

  • Beyond Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2025-2026
  • Beyond Wealth Advisors, Dayton Business Journal Best Places to Work, 2024
  • Beyond Wealth Advisors, Dayton Business Journal Fast 50 - Top 50 Fastest-Growing Companies,, 2023
  • Ameriprise Circle of Success, 2012-2017
  • Ameriprise Diamond Ring Club, 2010

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

Family life is very important for me, my wife Tamara and my two daughters.

I love playing pickleball and skiing with my family.

My photos

2 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.